Entries by CEI Team Mktg

CEI Co-Founders Featured on Rea & Associates Podcast

The term “trusted advisor” is thrown around a lot… but what does it actually mean? Also, what should business owners look for to determine the overall quality and effectiveness of their existing advisory relationships? We’re going to get a little introspective on today’s show. Marc Rosen and Judy Bodenhamer, founders of the Client Experience Institute […]

CEI Goes on Tour for the Legal Marketing Association

In partnership with the Legal Marketing Association, CEI was selected by three Midwestern chapters to present an interactive session on how the “Advisor of the Future” will evolve by 2020. The workshop incorporated gamification to determine which distinctive competencies of the future are most relevant.